Loan Applications Coordinator
2 days ago
Job Overview
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- We are seeking an experienced Loan Processor to join our team. The successful candidate will be responsible for ensuring smooth communication between brokers, lenders, and clients throughout the loan process.">
Key Responsibilities:
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- Liaise with clients to gather required documents and information for loan applications.">
- Review and verify financial documents to ensure accuracy and compliance with lender requirements.">
- Prepare and submit loan applications through the appropriate lender systems.">
- Track progress of applications and provide clients with timely updates.">
- Communicate with lenders, banks, and brokers to follow up on outstanding items and ensure smooth processing.">
- Maintain organised digital records of all loan files and supporting documents.">
- Support brokers with administrative tasks, including preparation of compliance documents and client communications.">
- Handle client inquiries with professionalism and empathy, ensuring a positive experience throughout the loan process.">
- Identify and escalate potential issues or delays proactively.">
- Contribute to process improvements to enhance efficiency and client satisfaction.">
- Assist with outbound calling when required, including contacting existing loan book to check in with clients and reconnecting with clients who haven't been in touch recently to rebuild relationships.">
Required Skills and Qualifications:
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- Minimum 2 years' experience in loan processing, mortgage broking, or financial services administration.">
- Strong understanding of loan application processes, compliance requirements, and lender documentation.">
- Excellent communication skills—both written and verbal—with the ability to explain processes clearly to clients.">
- High attention to detail and accuracy in handling financial documents.">
- Proficiency with loan processing platforms, CRM systems, and Microsoft Office (Word, Excel, Outlook).">
- Strong organisational and time management skills, with the ability to handle multiple applications simultaneously.">
- Proactive, resourceful, and comfortable working independently.">
- Client-first mindset with a professional and approachable manner.">
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